Company Profile
Lonza
— A contract manufacturer with no medicines of its own that can handle the antibody, linker, conjugation, and fill-finish steps of an ADC
The company is headquartered in Basel, Switzerland.Contract manufacturing company of pharmaceutical products (CDMO)Comment We do not develop and sell new drugs in our own company.Develop and make insteadand earn sales. The company is important from the viewpoint of drug discovery and DDS.Antibody Drug Complex (ADC)to the filling of antibodies, drug linkers (payload linkers), binding processes, and injectionsConnect with your own networkand low-dissolvable drugs that are difficult to dissolve in water.Spray dryingMore facilities In March 2026, we had capsules for oral peptides.Sale of Capsule and Health Materials Business (CHI)I agreed to the company and chose to become a specialized contract development company. This article is not a topic of cell culture,Resources for ADC, low-molecular primary drugs, and preparation, and the future.Squeeze and organize.
- In 30 seconds, a quick overview of the position of drug and DDS.
- About logo and company name
- Where is this company in the world of drug discovery and DDS?
- Company size
- Drug discovery and DDS resources
- Past Initiatives
- Future plans
- What is DDS?
- Collaboration mapping of drug discovery and DDS
- Technologies, Products and Services
- The risk of this company
- Glossary/Source/Ins ment and Source Response Table
1. Standing position in 30 seconds and drug discovery and DDS
（CDMO）Never have your own medicines
Businesses related to drug discovery and DDS are largePharmaceutical Company / Biotech / Contract Development Manufacturing (Research)3 types. zaContract development manufacturingdo not have your drug approval or clinical trial FactsThe company’s annual report includes the production of antibodies (animal cell culture), drug linkers (low-molecular and high pharmacological activity), conjugations (conjugations), and injections for ADC’s business.Provided as a combination of our technology baseand write the bases for which antibodies are responsible for each of them (such as Visp in Switzerland, Vaville in the United States, and the drug linker is shown in the figure of Visp, Oss in the Netherlands, Nansha in China, Visp and Oss, and Stein in Switzerland).In other words, the strength of the company is its ability to connect ADC’s ‘parts with many parts’ processes without interruption.Home This is a point that is definitively different from pharmaceutical companies with their own drugs and biotech that competes with one technology.
2. Logo and company name
Lonza trademark is not reproduced in this article.
Logo displayed at the top of the official website (SVG)Home img/lonza_logo.svg Contact Us
Note: The holding company listed Lonza Group Ltd Lonza Ltd, a business company, will appear in the copyright notice of the report. In Japanese, it is written as "Lonza". Dutch company acquired in 2023 Synaffix B.V. The technology (GlycoConnect, etc.) is currently part of Lonza. The company also appears in the company description of the cell culture technology in this series.What I wrote separately from the viewpoint of drug discovery and DDSComment
Official Site:https://www.lonza.com/3. Where is this company in the world of drug discovery and DDS?
TypeCDMOComment Modernity is widely used and annual report divides business into three "business platforms" Facts。
| Business Platform | Technology Platform | Relationship with Drug and DDS |
|---|---|---|
| Integrated Biologics | Antibodies by animal cells (Mammalian), preparation and filling of injections (Drug Product) | ADC’s “antibody” and “filling final formulation” |
| Advanced Synthesis | Small Molecules, Bioconjugates | ThisHome Drug linker binding process of ADC, high pharmacological active agent, solubility improvement by spray drying |
| Specialized Modalities | Cell and gene therapy, microbial expression, mRNA, Bioscience | Manufacture of mRNA and lipid nanoparticles (LNP) |
As explained in the technical commentary "CDMO" and "Antibody Drugs and ADC", ADC is chemically linked to components that differ from the nature of the antibody, linker, and drug (payload). Each product requires separate manufacturing technology and enclosed equipment. The company is clearly positioned among contracted companies in terms of making almost all of its parts in-house.
4. Company Scope
All numbers were sold in 2026.ed co ity businessHome Facts。
| Index (million CHF) | FY2024 | FY2025 | Year 2026 |
|---|---|---|---|
| Sales | 5,480 | 6,531 | 3,374 |
| CORE EBITDA | 1,653 | 2,064 | 1,175 |
| Advanced Syn | ― | 1,611 | 834 |
| Integrated Biologics | ― | 3,649 | 1,870 |
| Specializeditiesalities | ― | 1,034 | 553 |
| Research and Development Cost (Total of Notes) | 218 | 169 | Semi-announced |
| (full-time conversion) | About 20,000 | 2025. including CHI employees. Annual average of continuous business is 16, |
| Development and manufacturing base | 30+ | 2025 Annual Report Overview Page |
| patent family | 420 | Close |
| Investment (Group) | 1 billion CHF | 2025. CEO letter |
| CHI Sales to Sell | 1,092 million CHF | December 2025 As a non-core business. |
Research and development costs 169 million CHFTotal R&D Totalnot limited to ADC or low s. The annual report indicates that the R&D cost is smaller because part of this amount is absorbed into the "R&D product and service sales cost". FactsHome The research and development cost of a contracted company is completely different from the "Research and Development Cost of New Drugs" of a pharmaceutical company, so please do not compare it with the smallest amount. In addition, the annual report includes numbers such as the contract market size of the bioconjugate (e.g. US$21.8 billion in 2025 and 15% annual rate), For the reasoning of the research company (Roots Analysis etc.)This article does not work。
5. Drug discovery and DDS resources
Lonza does not disclose personal and investment amounts for each ADC or low . That's whyWhat I can't dois divided.
| Resource Types | ||
|---|---|---|
| Location | Advanced SynVisp, Switzerland:Clinical and commercial manufacturing of original medicines and high pharmacological active drugs and bioconjugates,Oss (Netherlands):Search service and R&D license,Bend (USA): Spray drying, tablets, capsule filling,Nansha (China):Original medicine | Facts |
| Number of people | ADC and low。 personnel are not disclosed. About 20,000 people (including CHI) | Non-public |
| Gold (R&D expenses) | 169 million CHF (2025) across the company. ADC and low-origins breakdowns are not disclosed. | Facts |
| Gold (Investment) | Advanced Syn153 million CHF145 million CHF Non-disclosed amounts of individual projects (Visp’s drug linker, Stein filling line, Bend spray drying equipment) | Facts |
| Synaffix B.V.(2023). A total of 6 million CHF paid in 2025 | Facts | |
| Introduction and provision of technology | Through the Lonza Bioconjugation Toolbox, we provide customers with combined technology, linker and payload. Our technology is licensed | Facts |
| Sell (Select and Focus) | Agreement to sell Cocoon and MODA, a micropolymerization base for capsule and health materials business (CHI) and Monteggio (S zerland) | Facts |
| Cooperation with related organizations | Production BaseCMAC(Centre for) Manufacturing and Advanced Crystallisation) | Facts |
| Public Funds | 16 million CHF as government subsidy and R&D tax deductions (2025, the entire company). Unknown for ADC and low-origins. | Facts |
| Joint Research with University | Individual collaborative research with universities on ADC and low、s is not included in annual report and semiannual report | Not confirmed |
ADC’s drug (payload) is on antibodyWork only near cancer cellsIt is a very toxic low that assumes that. For this reason, all of the factories that synthesize the drug linker, factories that bind to antibody, and factories that pack the liquid after the binding into a jar, so that workers do not touch even a small amount.High sealing equipmentRequired FactsHome The annual report explains that “special handling and enclosement” is necessary for the production of high pharmacological active compounds, and “advanced en ment technology for safe manufacturing of high pharmacologically active biologics”. From the material side, hereIsolator airtight materials, easy-to-clean liquid components, resin and gasket bearing solventssuch as the speed of the process, The speed of the equipment is determined by the specification of the facility.
6. Past Initiatives
| Time | Home | |
|---|---|---|
| 2006 - | Started manufacturing ADC cGMP. More1,400+ Bn, 70+ Programs | Origin of ADC contracted performance |
| 2023 year | Acquisition of Synaffix B.V.Home es GlycoConnect and other special bonding technology using sugar chains | To a contracted company with "making" as well as "combination technology itself" |
| October 2024 | A large biologics plant in Vaville, USA. | Large production capacity of antibodies. To ADC antibody supply |
| Q1 2025 | VispDrug linker factory for customersStart operation | ADC Drug Linker |
| April 2025 | Restructuring organization to three business platforms.Advanced Syn)Synaffix Technology | ADC and Low Molecular Weight |
| 2025 years | EthrisMRNA vac for mucous membrane of spray dryingovoBiologics Spray DryingContact Us Design2Optimize Join CMAC | Spread spray drying to non-low s (mRNA/biologic preparation) |
| September 2025 | Clinical Phase Biotech in KoreaQurient2 types of drugsDual Payload ADCFirst Partnership | ation of CDK7 in tors of Lonza’s Exatecan technology and Qurient |
| October 2025 | Stein's high pharmacologically active biologics aseptic filling lineSwissmedic ApprovalGet | Enables filling of injections including ADC |
| November 2025 | World ADC Announces Pre)ical Data for GlycoConnect Expansion (ADCs with Two Cell Toxic Drugs) | Expanded the scope of technology |
| 2025 years | ADC B’sAbout 400 per yearHome Advanced Syn ’s revenue is 22.4% year-on-year | New equipment operation is expressed in numbers |
| March 6, 2026 | CHI to Lone Star FundsAGREEMENT (Retention of ownership of 2.3 billion CHF and 40%) Monteggio's micro-polybase is also sold | contract development manufacturing |
| June 30, 2026 | VispCommercial manufacturing capability of high pharmacological active drug and payload linker for ADCAnnounces the enhancement of Scheduled to operate in 2028 | Increase the ability of ADC’s drug side |
| July 22, 2026 | Stein to ADCCommercial-scale multi-purpose filling lineAdding a presentation (planned for 2030, long-term contract with major pharmaceuticals backed up). In addition to small preparations to large-scale manufacturing plants, it is scheduled to operate in 2028. | Increase the ability of ADC's "last process" |
| September 10, 2026 | United StatesBendCommercial spray drying plant (2 PSD-4 units)Announces construction. Completed in 2029, more than 80 new hires | Mass production of low drugs that are difficult to dissolve in the US |
7. Future plans
The company writes about Advanced Syn, ‘The lower revenue is higher than the upper stage, but the lower stage elongation is slow because the previous year’s approval level is higher,’ and ‘Margin is normal in the lower stage.’ FactsHome The high elongation of +27.7% (exchange constant) in the first half of 2026 is not the premise to continue.
Both of the following are not listed in annual report, semiannual report and official release Undetermined / Future。
Visp payload linker expansion, Stein filling line, Bend spray drying factoryEach investment amountFacilitiesProduction capacity(Number of b)s per year and processing amount)/ Supporting Stein filling linesCompany nameAgreement with QurientDistribution of amounts and rights/ Advanced SynHow much do you think?Home The number "Lonza" is based on the estimate of the investigating company.
8. What is this company aiming for drug discovery and DDS?
This includes parts that the company does not directly state.Calculation in the range that can be read from primary informationand write with the basis.
| Read | Primary Information | |
|---|---|---|
| ADC"One company from the beginning to the end"I want to settle as | The annual report shows all parts of ADC and its bases in charge in one diagram, and the addition of the drug linker (Visp) and the filling (Stein) in 2026 is announced in a series. | |
| not only makeContracted companies with bonding technologyContact Us | Synaffix acquires GlycoConnect・HydraSpace・toxSYN license, Dual payload partnership with Qurient | |
| Oral drinking formDraw hands from the material business (capsule) | Agree to sell CHI, including Enprotect capsules for oral peptides and GLP-1. 40% ownership | Facts |
| Low-level DDSTechnology to Dissolve AbSqueeze and stretch | Bend’s spray drying plant was newly established, explaining the spray drying dispersion (SDD) and amorphous solid dispersion (ASD) on the front. | |
| Increase production in the USSupply nets complete by regionContact Us | Bend’s release is a “localized, more robust supply chain.” U.S. Vaville acquires the same direction | |
| How to send mRNA (LNP) with ADC binding technology | The annual report writes that GlycoConnect developed a process for targeted LNP targeting T cells by conjugating them to the surface of LNP. | Facts |
CHI sells “the world’s largest capsule manufacturing capacity” according to the annual report, andResponse to Oral Peptides and GLP-1 Dosage IssuesDeveloped an enprotect capsule explained FactsHome Peptides that can be consumed from the mouth are the most popular theme of drug discovery and DDS. The company is still detailing this business and investing in ADC’s drug linker and filling and low-spray drying instead. This article isThe business that sells materials in the form of drugs is considered to be beneficial for the company.Read results Undetermined / FutureHome In fact, the advanced Syn EB EBITDA margin at the beginning of 2026 is 48.1%, and it has been larger than the CHI (26.8 . FactsHowever, the company is not aware of the field of oral peptide simply by explaining the reason for the sale "to become a specialized business of contract development manufacturing".
9. Collaboration mapping of drug discovery and DDS
10. Technologies, Products and Services
| Main Offices | ||
|---|---|---|
| ADC binding technology | GlycoConnect: A technology that does not alter the array of antibodies and modifies the sugar chains originally possessed by the antibodies and binds them to specific parts.HydraSpace: Hydrophilic spacer to enhance solubility and stability.toxSYN: A collection of multiple drug linkers with different mechanisms of action (including dual payload SYN-duo) | Oss |
| ADC Manufacturing | We have contracted antibody production, drug linker, binding, original medicine, filling, and freeze-drying of injectables. Supports "cold" bonds for antibody and nucleic acid compounds (AOC), polysaccharide bonds, and radioactive ligand therapy | Visp・Stein・Basel |
| Raw Materials | Drug linker for high pharmacological activity (HPAPI), cell toxic substances, and ADC. More than 200 programs in preclinical and clinical applications | Visp |
| Improvement of solubility and absorption | Spray drying dispersion (SDD), intermediate of amorphous solid dispersion (ASD), dry powder (DPI) for inhalation, tablet and capsule filling. Prediction by Physiological Drugs (PBPK) Model | Bend (USA) |
| mRNA・LNP | Process development, analysis and cGMP manufacturing of mRNA and lipid nanoparticles (from IND preparation to small business). Process development of LNP targeting T cells | Geleen, Netherlands |
| Injection formulation | Injectables for intravenous, subcutaneous, and glass. Filling of mono-specific antibody, double-specific antibody, fusion protein, ADC liquid, and freeze-dried preparation | Basel・Stein |
Zaza’s ADC technology page explains GlycoConnect as a method that “does not alter the array of antibodies, modulates the sugar chain of antibodies and binds the site specifically.” HydraSpace is positioned as a hydrophilic spacer that enhances the solubility and stability of ADC. FactsHome Many ADC drugs have high hydrophobic properties, making it easier to coagulate more than one antibody. Applying the bonding position (uniformity) and inserting the water-based part into the linker (hydrophilic)It is a material design for making ADC, both of which are "which is hard to break even if many drugs are put".
On the other hand, the announcement of the Bend spray drying plant in addition to the equipmentEquipment handling and storage equipmentIt is written that the technology of emission suppression is attached FactsHome Spray drying dispersion is a method to dissolve medicines and polymers into organic solvents and dry them 。ttlely and 。 them into high s without crystallizing the drug. In order to determine the stability of the product, which polymer is selected and how far the solvent is removed,Polymer recipients and solvent recoveryis the center of this facility. What polymers and solvents are not written in the primary information of Zaza, and this is a general explanation of this article.
11. Risks that this company has
| Risks | ||
|---|---|---|
| Dependency on large customers | In 2025, the largest customer accounts for 11.7% of sales (Advanced Syn and Integrated Biologics) and 10.8% of second | Facts |
| Negative elongation of the lower stage | The company itself writes that the growth rate is slow due to the high level of the previous year, and the margin is normalized. | Facts |
| Completion of CHI Sale | Approval of regulatory authorities and completion of legal separation of CHI conditions. Expected late 2026 | Facts |
| 2025 is mainly US dollar cheap, sales and EB EBITDA about 2.5 points backwind | Facts | |
| ADC equipment utilization rate | In 2026 to 2030, combined, drug linker, and filling equipment are gradually rising. If the ADC is disco、ed or delayed in approval, the occupancy rate may fall below the plan | |
| Double-sided technology | The position to license the company's binding technology is easy to compete with another ADC development company with the same technology and another contract company |
12. Glossary
- CDMO
- Contract Development A company that contracts the development and manufacture of other pharmaceutical products.
- ADC
- Antibody drug complex. A drug that connects strong drugs with a linker to antibodies that bind to the mark of cancer cells.
- Payload Linker
- Low。s that combine the drug (payload) on ADC and the linkage (linker) to connect to antibody.
- HPAPI
- High pharmacological activity Because it acts strongly even with a small amount, it is necessary to manufacture with an enclosed device.
- Part-specific binding
- How to connect the drug only in the determined position of the antibody. The number of drugs per drug is easy to understand.
- Spray Dry Dispersion (SDD)
- A powder that dissolves medicines and polymers into solvents, dry them in a d form, and crystallized the drug as amorphous. Helps to absorb soluble drugs.
- LNP
- Lipid nanoparticles. Particulates that contain nucleic acids such as mRNA and carry them to cells.
- CORE EBITDA
- Profit indicators used by Zaza. Profit before depreciation, tax, etc.
Concept diagram of AI generation13. Source
- Lonza Group Ltd Annual Report 2025 3 business platforms, Advanced Syn's business content and bases, ADC's production track record (more than 1,400 batches since 2006, more than 70 programs, about 400 batches in 2025), Synaffix's integration and additional payment, Qurient, Ethris, Conovo, CMAC, Stein's approval, mRNA, LNP and targeted LNP, CHI and Enprotect, sales and EB EBITDA, R&D expenses, employees, bases, patent families, major customer ratios, government subsidies, etc. https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf
- Lonza Group Ltd Half-Year Report 2026 Sales, EB EBITDA, capital investment, platform-specific numbers, advanced Syn late forecasts, CHI sales conditions and non-co ous business numbers, head office locations and listed markets. https://www.lonza.com/-/media/39523D97F3B24D6C9664FB75A9555D00
- Lonza Group Ltd "Lonza Achieved Strong H1 2026 Performance Across All Business Platforms and Upgraded Full-Year 2026 Margin Outlook" (July 22, 2026). Stein's ADC multi-purpose filling line (planned to operate in 2030) and low-scale preparation plant (planned to operate in 2028), the time of 2026, the time of completion of the sale of CHI. https://www.lonza.com/news/2026-07-22-06-30
- Lonza Group Ltd “Lonza Completes its Transformation to a Pure-Play CDMO with Agreement to Divest Capsules & Health Capsules” (March 6, 2026) CHI’s selling destination, corporate value of 2.3 billion CHF, prepaid 1.7 billion CHF, 40% shareholding, Cocoon, MODA, and Monteggio micro-poly。 sites, conditions of completion. https://www.lonza.com/news/2026-03-06-18-05
- Lonza Group Ltd 「Lonza Expands HPAPI Capacity in Visp」 Visp’s payload linker and high pharmacological active drug commercial manufacturing capacity will be increased, and scheduled to operate in 2028. https://www.lonza.com/news/2026-06-30-07-00
- Lonza Group Ltd "Lonza Further Strengthens US Manufacturing Presence with Addition of a Commercial Spray-Drying Facility in Bend, Oregon" PSD-4 2 spray drying plants, 2029 completed, 80 new hires, solvent handling equipment, and regional supply chains. https://www.lonza.com/news/2026-09-10-07-00
- Lonza Group Ltd “Lonza Expands Strategic Collaboration with Leading US Biopharmaceu) Company” Expanded partnership with major U.S. companies, and added commercial production of two biological products. https://www.lonza.com/news/2026-07-01-07-00
- Lonza Group Ltd ADC Technologies Platform GlycoConnect・HydraSpace・toxSYN https://www.lonza.com/advanced-synthesis/adc-technologies-platform
- Lonza Group Ltd Official website (the source of logo image). https://www.lonza.com/
14. Response table of claims and sources
| Content | ||
|---|---|---|
| Official name, head office location, SIX listed and sub-listed on Singapore Exchange | Facts | Source 2 https://www.lonza.com/-/media/39523D97F3B24D6C9664FB75A9555D00 |
| 3 business platforms and Advanced Syn are made of low- and bioconjugates | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| ADC parts (antibody, drug linker, binding, preparation) | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| More than 1,400 cGMP batches and more than 70 programs since 2006, about 400 batches in 2025 | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| Sales and sales EBITDA (FY2024-2025), sales by platform, R&D costs 169 million CHF and Note | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| Sales by EB EBITDA platform, Advanced Syn investment of 153 million CHF and margin 48.1%, CHI margin 26.8% | Facts | Source 2 https://www.lonza.com/-/media/39523D97F3B24D6C9664FB75A9555D00 |
| Approx. 20,000 employees (including CHI) and annual average of 16,866 employees, 30+ bases, 420 patent families, investment of 13 billion CHF | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| Synaffix’s 2023 acquisition and up to €60 million additional payments (paid 56 million CHF in 2025) | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| Dual payload partnership with Qurient (September 2025), collaboration with Ethris Iconovo, joining CMAC, Design2Optimize | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| Visp’s customer-only drug linker factory (Q1, 2025), multi-purpose binding suite (2028), Ibex Dedicate’s binding equipment (since 2026) | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| Stein aseptic filling line Swissmedic approval (October 2025) and description of en)ment technology | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| Process development of mRNA/LNP manufacturing base (Geleen) and targeted LNP using GlycoConnect | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| CHI has the world’s largest capsule manufacturing capacity and developed an Enprotect capsule for oral peptides and GLP-1 | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| Agreement on the sale of CHI (Lone Star Funds, corporate value of 23 billion CHF, 40%) and Cocoon, MODA, and Monteggio micropolymerization bases | Facts | Source 4 https://www.lonza.com/news/2026-03-06-18-05 |
| Visp’s Payload Linker and High Pharmacological Active Drugs (S)uled to operate in 2028) | Facts | Source 5 https://www.lonza.com/news/2026-06-30-07-00 |
| Stein's ADC filling line (planned to operate in 2030), low-scale preparation plant (planned to operate in 2028), and 2026 | Facts | Source 3 https://www.lonza.com/news/2026-07-22-06-30 |
| Bend spray drying plant (2 PSD-4 devices, completed in 2029, more than 80 people, solvent equipment) | Facts | Source 6 https://www.lonza.com/news/2026-09-10-07-00 |
| Expanded partnership with the U.S. major unpublished company name | Facts | Source 7 https://www.lonza.com/news/2026-07-01-07-00 |
| GlycoConnect・HydraSpace・toxSYN | Facts | Source 8 https://www.lonza.com/advanced-synthesis/adc-technologies-platform |
| 16 million CHFs such as major customer sales ratio (11.7%・10.8%), currency reverse wind about 2.5 points, government subsidies etc. | Facts | Source 1 https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| Drug /DDS Classification (Pharmaceu /DDS Biotech/Contract Development) | The calculation of this paper | This article. Company name is an example of a company handled by this series. |
| Bioconjugate contract market size and growth rate | Undetermined / Future | Since there is a place listed in Source 1 is an estimate of the research company, it is not adopted in this article https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| Individual capital investment and production capacity, customer name of filling line, terms of contract with Qurient, ADC contract sales volume | Undetermined / Future | Not specified in the source 1-7. Not where in this article https://www.lonza.com/news/2026-07-22-06-30 |
| Joint research with universities on ADC and low・s | Undetermined / Future | Not listed in Source 1 and 2. This article does not break even if it is not present https://www.lonza.com/annualreport/2025/documents/LONZA_AR_2025_SCREEN_FULL.pdf |
| ADC as a contractor to consistently contract with one company | Interpre of this paper from a base map and 2026 investment announcement | |
| Read about becoming a trusted company with binding technology | Interpretation of this article from Synaffix acquisition, technical license, and Qurient partner | |
| Read the DDS to improve solubility and absorption, and read the preparation for regionally-contained supply in the United States | Interpret this paper from Bend's presentation | |
| Decision to transfer resources from the perspective of profit and growth to the commissioned process | Interpret this article from the sale of CHI and the margin difference in the first half of 2026. The company explains the reason as "Industryization" | |
| Competitive risks with the license of ADC equipment utilization and binding technology | Interpre of this paper from the start time of equipment and business model | |
| Explanation that polymer and solvent recovery are centered on spray drying | General technical explanation. The polymers and solvents used are not listed in the source |
Last Updated:September 26, 2026/Troy Technical
All figures in this article are based on the annual report, semiannual report, official release and official website published by Lonza Group Ltd. We do not use estimates and media-based numbers of survey companies. The "、ulation" section is an interpretation that the article reads from the primary information and is not an announcement of the company. This paper is based on the business content of the company and does not recommend the use or effect of certain drugs.